Cutler Investment Group

RIASEC Registered

Total AUM

$1.5B

Discretionary

$1.3B

87% of AUM

Avg account

$835K

Accounts

1,847

Employees

Advisory reps

Firm details

Headquarters: Jacksonville, Oregon
CRD number: 128483
Registered since: October 31, 2003
Website: www.cutler.com
Custodians: CHARLES SCHWAB & CO., INC., EMPOWER FINANCIAL SERVICES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI51.11%
Pension & Profit Sharing Plans26.61%
Individuals12.63%
Investment Companies5.87%
Corporations / Businesses2.2%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Cutler Investment Group is an independent registered investment adviser organized as an LLC and registered with the SEC in 2003. The firm serves both individual and family clients as well as institutional accounts and operates under an owner-type described as individual. Its advisory scope includes comprehensive financial planning, discretionary portfolio management for individuals, small businesses and institutions, management for investment companies, and pension consulting. Compensation is a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Cutler reports being an active ESG investor and does not position itself as a capital allocator.